Estate Planning and Heirs’ Property

Estate Planning and Heirs’ Property

Protect Your Family, Your Property, and Your Financial Legacy

Estate planning is an important part of protecting your family’s financial future. Whether your estate is large or small, the property and possessions you leave behind have value—and having a plan can make it easier for your loved ones to manage them after your death.

This course provides practical education on estate planning, heirs’ property, and tangled title. You’ll learn the principles of effective estate planning, how property ownership can become complicated when someone dies without a plan, and steps that may help prevent or address heirs’ property and tangled title issues.

What You’ll Learn

Through these educational modules, you’ll gain a better understanding of:

  • The purpose and importance of estate planning
  • Key steps involved in creating an estate plan
  • What can happen when someone dies without an estate plan
  • How heirs’ property and tangled title can develop
  • How these property issues can affect families and their financial interests
  • Steps you can take to help prevent heirs’ property and tangled title
  • Options for addressing existing title and ownership challenges

Why Estate Planning Matters

Everyone has an estate. An estate includes the property, possessions, and other assets a person owns. Without an estate plan, surviving family members and other loved ones may face additional legal, financial, and practical challenges when settling the estate of a loved one.

Planning ahead can help clarify your wishes, protect valuable assets, and reduce uncertainty for the people you leave behind.

Certifications & Experience

CHES, Inc. Advisers are NeighborWorks Certified in Foreclosure Prevention, Financial & Credit Management, Education & Counseling, HUD Approved Homebuyer & Homeownership Education (including Pre & Post Purchase). Additionally, each Adviser has a background in real estate, responsible lending, and business & financial management.

Commitment to Excellence

CHES, Inc. is HUD Certified, and an adopter of The National Industry Standards for Homeownership Education & Counseling and The National Loan Modification Scam Alert Campaign. Each CHES, Inc. Adviser is committed to the National Industry Code of Ethics and Conduct for Homeownership Professionals. We are committed to providing excellence and measurable results to those we serve.